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HB Wealth Management, LLC → TW

HB Wealth Management, LLC TW Position History

Tradeweb Markets Inc. • Financial Services

Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$639K
Q1 2026$954K
Q2 2026$749K
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M12.6K——
Q2 2026$749K7.5K——
Q1 2026$954K8.1K——
Q4 2025$639K5.9K——

Other funds holding TW

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B